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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

CLIFFORD SWAN INVESTMENT COUNSEL LLC

Quarter ended Q4 2023 · Filed November 13, 2023 · Accession 0001034642-23-000006

Total Value
$2.38B
Positions
299
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (299)

#IssuerTicker / CUSIPSharesValue% of Filing
1UNITED PARCEL SERVICE INCUPS873,229$136.1M5.71%
2APPLE INCAAPL771,535$132.1M5.54%
3MICROSOFT CORPMSFT328,150$103.6M4.35%
4COSTCO WHSL CORP NEW22160K105125,281$70.8M2.97%
5BERKSHIRE HATHAWAY INC DELBRK-A196,878$69.0M2.89%
6ALPHABET INCGOOG441,335$57.8M2.42%
7CHEVRON CORP NEWCVX333,848$56.3M2.36%
8ACCENTURE PLC IRELANDACN177,915$54.6M2.29%
9LOWES COS INC548661107214,901$44.7M1.87%
10JOHNSON & JOHNSONJNJ255,689$39.8M1.67%
11EXXON MOBIL CORPXOM332,849$39.1M1.64%
12ARISTA NETWORKS INCANET193,198$35.5M1.49%
13JPMORGAN CHASE & COVYLD219,277$31.8M1.33%
14ORACLE CORPORCL-PD298,308$31.6M1.33%
15EMERSON ELEC COEMR314,929$30.4M1.28%
16TRACTOR SUPPLY COTSCO142,097$28.9M1.21%
17INTEL CORPINTC785,294$27.9M1.17%
18WELLS FARGO CO NEW949746101645,026$26.4M1.11%
19ABBVIE INCABBV173,596$25.9M1.09%
20FASTENAL COFAST470,055$25.7M1.08%
21BRISTOL-MYERS SQUIBB COCELG-RI438,747$25.5M1.07%
22STRYKER CORPORATIONSYK91,263$24.9M1.05%
23PROCTER AND GAMBLE CO742718109166,769$24.3M1.02%
24MCDONALDS CORPMCD91,219$24.0M1.01%
25INTUITINTU46,589$23.8M1.00%
26ALLISON TRANSMISSION HLDGS IALSN402,121$23.7M1.00%
27DUPONT DE NEMOURS INCDD312,080$23.3M0.98%
28QUALCOMM INCQCOM204,627$22.7M0.95%
29SCHLUMBERGER LTDSLB389,355$22.7M0.95%
30ABBOTT LABSABLZF232,450$22.5M0.94%
31AMAZON COM INCAMZN176,736$22.5M0.94%
32CISCO SYS INCCSCO415,507$22.3M0.94%
33UNITEDHEALTH GROUP INCUNH43,777$22.1M0.93%
34CORTEVA INCCTVA426,432$21.8M0.92%
35ALPHABET INCGOOG161,028$21.2M0.89%
36HP INCHPQ794,968$20.4M0.86%
37NIKE INCNKE211,785$20.3M0.85%
38MCKESSON CORPMCK45,644$19.8M0.83%
39PEPSICO INCPEP114,652$19.4M0.82%
40NOVO-NORDISK A SNONOF212,067$19.3M0.81%
41AMERICAN EXPRESS COAXP118,948$17.7M0.74%
42EDWARDS LIFESCIENCES CORPEW254,319$17.6M0.74%
43ALBEMARLE CORPALB-PA100,965$17.2M0.72%
44AGILENT TECHNOLOGIES INCA152,550$17.1M0.72%
45HEWLETT PACKARD ENTERPRISE CHPE-PC980,647$17.0M0.71%
46BOOKING HOLDINGS INCBKNG5,178$16.0M0.67%
47INTERNATIONAL FLAVORS&FRAGRA459506101232,871$15.9M0.67%
48LABORATORY CORP AMER HLDGS50540R40976,039$15.3M0.64%
49CARMAX INCKMX211,157$14.9M0.63%
50PAYPAL HLDGS INCPYPL250,564$14.6M0.61%
51COLGATE PALMOLIVE COCL205,353$14.6M0.61%
52STARBUCKS CORPSBUX156,915$14.3M0.60%
53DISNEY WALT CO254687106176,677$14.3M0.60%
54MONDELEZ INTL INC609207105203,954$14.2M0.59%
55FIRST TR EXCHANGE-TRADED FD33739Q200296,139$14.0M0.59%
56RTX CORPORATIONRTX183,773$13.2M0.55%
57PFIZER INCPFE398,459$13.2M0.55%
58SPDR GOLD TRGLD75,666$13.0M0.54%
59CONOCOPHILLIPSCOP105,767$12.7M0.53%
60AUTOMATIC DATA PROCESSING INADP52,445$12.6M0.53%
61UNION PAC CORPUNP59,308$12.1M0.51%
62META PLATFORMS INCMETA39,699$11.9M0.50%
63SYSCO CORPSYY178,238$11.8M0.49%
64CATERPILLAR INCCAT42,994$11.7M0.49%
65KEYSIGHT TECHNOLOGIES INCKEYS86,222$11.4M0.48%
66HOME DEPOT INCHD37,633$11.4M0.48%
67AMGEN INCAMGN40,415$10.9M0.46%
68PHILIP MORRIS INTL INC718172109114,637$10.6M0.45%
69BOEING COBA-PA55,351$10.6M0.45%
70HONEYWELL INTL INC43851610656,738$10.5M0.44%
71PARKER-HANNIFIN CORPPH26,694$10.4M0.44%
72CARRIER GLOBAL CORPORATIONCARR182,673$10.1M0.42%
73NOVARTIS AGNVSEF97,064$9.9M0.41%
74WALMART INCWMT60,783$9.7M0.41%
75JOHNSON CTLS INTL PLCG51502105174,425$9.3M0.39%
76BP PLCBPPFF236,055$9.1M0.38%
77ENTEGRIS INCENTG96,425$9.1M0.38%
78CONAGRA BRANDS INCCAG321,978$8.8M0.37%
79JACOBS SOLUTIONS INCJ63,719$8.7M0.36%
80NORTHROP GRUMMAN CORPNOC19,722$8.7M0.36%
81MERCK & CO INCMRK83,075$8.6M0.36%
82ILLINOIS TOOL WKS INC45230810936,922$8.5M0.36%
83VERIZON COMMUNICATIONS INCVZ253,428$8.2M0.34%
84EBAY INC.EBAY178,790$7.9M0.33%
85SPDR S&P 500 ETF TRSPY16,758$7.2M0.30%
86PUBLIC STORAGEPSA-PS26,722$7.0M0.30%
87INTERNATIONAL BUSINESS MACHSINTR48,023$6.7M0.28%
88TEXAS INSTRS INC88250810442,169$6.7M0.28%
89ENERGIZER HLDGS INC NEWENR203,306$6.5M0.27%
903M COMMM69,577$6.5M0.27%
91BANK NEW YORK MELLON CORP064058100149,466$6.4M0.27%
92VANGUARD INDEX FDS92290836316,202$6.4M0.27%
93AKAMAI TECHNOLOGIES INCAKAM59,711$6.4M0.27%
94ISHARES TR46428780464,880$6.1M0.26%
95OCCIDENTAL PETE CORP67459910592,617$6.0M0.25%
96SELECT SECTOR SPDR TR81369Y80336,635$6.0M0.25%
97GENERAL MLS INC37033410491,452$5.9M0.25%
98GILEAD SCIENCES INCGILD74,640$5.6M0.23%
99EDGEWELL PERS CARE CO28035Q102147,137$5.4M0.23%
100VANGUARD SCOTTSDALE FDS92206C40971,760$5.4M0.23%
101TARGET CORPTGT48,705$5.4M0.23%
102LOCKHEED MARTIN CORPLMT13,072$5.3M0.22%
103COCA COLA COKO89,614$5.0M0.21%
104AT&T INCT-PC333,353$5.0M0.21%
105GOLDMAN SACHS GROUP INCGSCE15,408$5.0M0.21%
106BERKSHIRE HATHAWAY INC DELBRK-A9$4.8M0.20%
107GENERAL ELECTRIC CO36960430143,054$4.8M0.20%
108KYNDRYL HLDGS INCKD309,434$4.7M0.20%
109CUMMINS INCCMI19,367$4.4M0.19%
110ALTRIA GROUP INCMO104,472$4.4M0.18%
111WALGREENS BOOTS ALLIANCE INC931427108184,901$4.1M0.17%
112NUCOR CORPNUE25,419$4.0M0.17%
113OTIS WORLDWIDE CORPOTIS47,925$3.8M0.16%
114WEYERHAEUSER CO MTN BEWY123,603$3.8M0.16%
115WARNER BROS DISCOVERY INCWBD341,703$3.7M0.16%
116NEWMARKET CORPNEU8,000$3.6M0.15%
117EXPEDITORS INTL WASH INC30213010930,149$3.5M0.14%
118ONEOK INC NEWOKE53,036$3.4M0.14%
119SIMPSON MFG INC82907310521,716$3.3M0.14%
120TAPESTRY INCTPR104,776$3.0M0.13%
121TJX COS INC NEW87254010932,762$2.9M0.12%
122ELI LILLY & COLLY5,332$2.9M0.12%
123NVIDIA CORPORATIONNVDA6,432$2.8M0.12%
124NEXTERA ENERGY INCNEE-PW48,727$2.8M0.12%
125VODAFONE GROUP PLC NEW92857W308289,977$2.7M0.12%
126POST HLDGS INCPOST31,586$2.7M0.11%
127TRANE TECHNOLOGIES PLCTT13,176$2.7M0.11%
128ISHARES TR4642872005,911$2.5M0.11%
129BECTON DICKINSON & COBDX9,716$2.5M0.11%
130S&P GLOBAL INCSPGI6,566$2.4M0.10%
131ALLEGION PLCALLE21,634$2.3M0.09%
132DEERE & CODE5,881$2.2M0.09%
133GLOBAL X FDS37954Y88941,645$2.2M0.09%
134PHILLIPS 66PSX17,748$2.1M0.09%
135VANGUARD INDEX FDS92290876910,014$2.1M0.09%
136DXC TECHNOLOGY CODXC101,861$2.1M0.09%
137ISHARES TR46428772120,000$2.1M0.09%
138CASEYS GEN STORES INC1475281037,336$2.0M0.08%
139ESSEX PPTY TR INC2971781059,118$1.9M0.08%
140SSGA ACTIVE ETF TR78467V84848,875$1.9M0.08%
141EATON CORP PLCETN8,750$1.9M0.08%
142DOW INCDOW35,983$1.9M0.08%
143CONSOLIDATED EDISON INCED21,250$1.8M0.08%
144BELLRING BRANDS INCBRBR43,973$1.8M0.08%
145ISHARES TR4642875077,029$1.8M0.07%
146MARSH & MCLENNAN COS INC5717481029,109$1.7M0.07%
147APA CORPORATIONAPA41,716$1.7M0.07%
148ISHARES TR46428723442,785$1.6M0.07%
149VMWARE INC9285634029,600$1.6M0.07%
150CLOROX CO DELCLX11,988$1.6M0.07%
151PIMCO ETF TR72201R83314,737$1.5M0.06%
152VANGUARD TAX-MANAGED FDS92194385833,187$1.5M0.06%
153NORFOLK SOUTHN CORP6558441087,356$1.4M0.06%
154ECOLAB INCECL8,417$1.4M0.06%
155VANGUARD WORLD FDS92204A7023,358$1.4M0.06%
156BANK AMERICA CORP06050510447,163$1.3M0.05%
157SPROTT PHYSICAL GOLD TRSII89,029$1.3M0.05%
158CSX CORPCSX40,837$1.3M0.05%
159VISA INCV4,973$1.1M0.05%
160SCHWAB CHARLES CORPSCHW-PJ20,680$1.1M0.05%
161TESLA INCTSLA4,508$1.1M0.05%
162SEMPRASREA16,204$1.1M0.05%
163SOUTHERN COSOMN16,852$1.1M0.05%
164FORTREA HLDGS INCFTRE37,395$1.1M0.04%
165SHELL PLCRYDAF16,557$1.1M0.04%
166LAM RESEARCH CORPLRCX1,695$1.1M0.04%
167VANGUARD INDEX FDS9229087515,536$1.0M0.04%
168ISHARES TR46429B66310,523$1.0M0.04%
169GE HEALTHCARE TECHNOLOGIES IGEHC14,961$1.0M0.04%
170NORDSTROM INC65566410067,002$1.0M0.04%
171MASTERCARD INCORPORATEDMA2,447$968,6780.04%
172ISHARES TR4642875492,500$955,4500.04%
173CVB FINL CORP12660010557,420$951,4490.04%
174REALTY INCOME CORPO18,945$946,1340.04%
175KIMBERLY-CLARK CORPKMB7,818$944,8050.04%
176VANECK ETF TRUST92189F10635,083$944,0840.04%
177GRAINGER W W INC3848021041,312$907,6940.04%
178OCCIDENTAL PETE CORP67459916220,923$904,9200.04%
179SPDR S&P MIDCAP 400 ETF TRMDY1,979$903,6910.04%
180PAYCHEX INCPAYX7,249$836,0790.04%
181KRAFT HEINZ COKHC24,765$833,0930.03%
182COMCAST CORP NEWCCZ18,225$808,0750.03%
183INVESCO QQQ TRIVZ2,221$795,5430.03%
184WESTERN ASSET INVESTMENT GRA95766T10068,176$766,9800.03%
185INGERSOLL RAND INCIR11,876$756,7190.03%
186GALLAGHER ARTHUR J & CO3635761093,266$744,5270.03%
187NABORS INDUSTRIES LTDNBRWF6,000$738,8400.03%
188ADVANCED MICRO DEVICES INCAMD7,066$726,5390.03%
189ISHARES TR4642871507,683$723,6620.03%
190ISHARES TR4642887528,939$701,6220.03%
191ENTERPRISE PRODS PARTNERS L29379210725,618$701,1650.03%
192MCCORMICK & CO INCMKC-V9,200$695,8880.03%
193VANGUARD INDEX FDS9229085538,972$678,7850.03%
194DIMENSIONAL ETF TRUST25434V40113,637$634,8020.03%
195STERICYCLE INC85891210813,536$605,1950.03%
196GENUINE PARTS COGPC4,004$578,0980.02%
197WEC ENERGY GROUP INCWEC7,142$575,2880.02%
198KELLANOVABEKE9,550$568,3210.02%
199BROOKFIELD CORP11271J10717,987$562,4530.02%
200GAP INCGAP52,898$562,3060.02%
201DIMENSIONAL ETF TRUST25434V70821,451$562,0160.02%
202ZIMMER BIOMET HOLDINGS INCZBH4,863$545,6840.02%
203FRANKLIN RESOURCES INCBEN21,929$539,0150.02%
204RELIANCE STEEL & ALUMINUM CORS2,053$538,3580.02%
205SCHWAB STRATEGIC TR8085243007,382$536,8430.02%
206DUKE ENERGY CORP NEWDUKB5,949$525,0710.02%
207ROCKWELL AUTOMATION INCROK1,812$517,9420.02%
208ISHARES TR4642876222,174$510,6940.02%
209MEDTRONIC PLCMDT6,388$500,5640.02%
210INVESCO EXCHANGE TRADED FD TIVZ3,470$491,6180.02%
211ADOBE INCADBE956$487,3830.02%
212BLACKSTONE INCBX4,485$480,5230.02%
213UNITED RENTALS INCURI1,080$479,9670.02%
214ISHARES TR4642877054,587$462,9660.02%
215DANAHER CORPORATION2358511021,800$446,5500.02%
216SOUTHWEST AIRLS CO84474110816,254$439,9960.02%
217TAIWAN SEMICONDUCTOR MFG LTD8740391005,027$436,8120.02%
218ICON PLCICLR1,746$429,8880.02%
219VANGUARD BD INDEX FDS9219378275,673$426,4390.02%
220PPG INDS INC6935061073,274$424,9650.02%
221ISHARES TR4642876552,401$424,3530.02%
222NETAPP INCNTAP5,540$420,3750.02%
223LINDE PLCLIN1,117$415,9180.02%
224ALIBABA GROUP HLDG LTDBBAAY4,731$410,3580.02%
225ISHARES TR4642871683,801$409,1830.02%
226VANGUARD INTL EQUITY INDEX F9220427757,809$405,0460.02%
227VANGUARD INTL EQUITY INDEX F92204285810,139$397,5500.02%
228EQUITY RESIDENTIALEQR6,709$393,8850.02%
229ALLSTATE CORPALL-PJ3,516$391,7180.02%
230VIATRIS INCVTRS39,154$386,1520.02%
231ISHARES TR4642883567,010$384,4280.02%
232CVS HEALTH CORPCVS5,463$381,4570.02%
233UNILEVER PLCUNLYF7,690$379,8920.02%
234DOUBLELINE ETF TRUST25861R1058,600$379,4320.02%
235ANSYS INC03662Q1051,275$379,3760.02%
236DIMENSIONAL ETF TRUST25434V88016,685$375,7460.02%
237EDISON INTL2810201075,936$375,6610.02%
238VANGUARD SPECIALIZED FUNDS9219088442,413$374,9320.02%
239ELECTRONIC ARTS INCEA3,086$371,5540.02%
240THERMO FISHER SCIENTIFIC INCTMO734$371,3110.02%
241CAMPBELL SOUP COCPB9,003$369,8330.02%
242INTUITIVE SURGICAL INCISRG1,220$356,5940.01%
243CME GROUP INCCME1,775$355,3910.01%
244MARRIOTT INTL INC NEW5719032021,787$351,2530.01%
245SPDR DOW JONES INDL AVERAGE78467X1091,027$344,0360.01%
246MOODYS CORPMCO1,079$341,0910.01%
247PLAINS ALL AMERN PIPELINE L72650310522,178$339,7670.01%
248BAXTER INTL INC0718131098,824$333,0180.01%
249NETFLIX INCNFLX874$329,9930.01%
250ISHARES GOLD TRIAU8,930$312,4610.01%
251PRICE T ROWE GROUP INCTROW2,973$311,7790.01%
252US BANCORP DELUSB-PS9,249$305,7860.01%
253PACCAR INCPCAR3,554$302,1610.01%
254SELECT SECTOR SPDR TR81369Y8865,016$295,5930.01%
255CINTAS CORPCTAS608$292,2470.01%
256DIMENSIONAL ETF TRUST25434V7248,538$290,4630.01%
257EXTRA SPACE STORAGE INCEXR2,327$282,9170.01%
258MONSTER BEVERAGE CORP NEWMNST5,252$278,0930.01%
259FEDEX CORPFDX1,029$272,6030.01%
260ISHARES TR4642877621,000$270,0700.01%
261ISHARES TR4642886465,391$268,6340.01%
262SPDR SER TR78464A7632,335$268,5480.01%
263ISHARES TR4642875804,000$267,8000.01%
264MANULIFE FINL CORP56501R10614,227$260,0700.01%
265ENBRIDGE INCENNPF7,771$259,9940.01%
266AMERICAN ELEC PWR CO INC0255371013,445$259,1330.01%
267WASTE MGMT INC DEL94106L1091,679$255,9470.01%
268EVERSOURCE ENERGYES4,396$255,6270.01%
269DTE ENERGY CODTK2,504$248,5970.01%
270SPDR SER TR78468R8536,689$246,8240.01%
271VANGUARD SCOTTSDALE FDS92206C8703,216$244,3520.01%
272LAMB WESTON HLDGS INCLW2,633$243,4470.01%
273RIO TINTO PLCRTNTF3,809$242,4130.01%
274STANLEY BLACK & DECKER INCSWK2,850$238,2030.01%
275SPDR SER TR78468R7395,152$238,1770.01%
276VANGUARD INDEX FDS9229086291,138$237,0360.01%
277APPLIED MATLS INC0382221051,705$236,0570.01%
278AMERICA MOVIL SAB DE CVAMXOF13,608$235,6910.01%
279MINERALS TECHNOLOGIES INCMTX4,297$235,3040.01%
280AMETEK INCAME1,551$229,1760.01%
281EXELON CORPEXC6,006$226,9670.01%
282BROADCOM INCAVGO271$225,2700.01%
283ISHARES TR46432F8423,458$222,5220.01%
284CONSTELLATION ENERGY CORPCEG2,021$220,4770.01%
285FLAHERTY & CRUMRINE PFD INCO33848E10629,500$219,4800.01%
286VALERO ENERGY CORPVLO1,538$217,9500.01%
287SELECT SECTOR SPDR TR81369Y5062,347$212,1240.01%
288REPUBLIC SVCS INC7607591001,480$210,9150.01%
289SCHWAB STRATEGIC TR8085245083,116$210,8680.01%
290FOX CORPFOX6,666$207,9790.01%
291SALESFORCE INCCRM1,017$206,2480.01%
292AMEREN CORPAEE2,756$206,2310.01%
293YUM BRANDS INCYUM1,644$205,3840.01%
294AMERIPRISE FINL INC03076C106607$200,1160.01%
295ENERGY TRANSFER L PET-PI13,263$186,0800.01%
296NUVEEN PFD & INCOME SECS FDNU19,166$118,2540.00%
297BRANCHOUT FOOD INCBOF56,242$118,1080.00%
298TREDEGAR CORPTG16,000$86,5600.00%
299BERKSHIRE HATHAWAY INC DELBRK-A10$3,5030.00%